About Us

Who We Are

Our firm is an independent financial agency. We represent over 200 Financial companies with only "A" ratings.

Prestigious companies such as Fidelity, Nationwide, John Hancock, Prudential, Pacific Life, etc. are our business partners. Our clients choose us over other firms due to power of choice for financial solutions and no fee for our service. We are re-revolutionizing the financial industry in various ways that the traditional industry cannot.

Our mission as a company is to impact middle income families with financial literacy and build multi-generational wealth. Helping families build a solid financial foundation and learn how to make money work for them.

INVESTMENT

Fidelity
PIMCO
American Funds
Franklin Templeton Investments
Invesco
Janus Capital Group
BlackRock
And many more!

RETIREMENT & INSURANCE

Prudential
Nationwide
John Hancock
Allianz
Jackson
Pacific Life
Voya
Transamerica
And many more!

WEALTH MANAGEMENT

AEGON (USA Investment Management, LLC)
Transamerica I-Series
Flexible Plan Investments, LTD
Pinnacle Advisory Group, INC.
HANLON Investment Management
Fund Architects (Global Dynamic Independent)
And many more!

Our Services

Retirement Planning
Investments
Life Insurance
College Planning
Million Dollar Baby Plan (New!)
Tax Savings
Long-Term Care
Debt Management
Mortgage Protection
Estate Planning
Financial Literacy Seminars

Even if you have these accounts in place we can help you understand how these plans actually work.

80% of working Americans have a 401k but have no idea how it works other than they put money into it every month.

Our Team

Our Professionals are Licensed in the following:

Life
Accident and Sickness (Health & Disability)
Series 6
Series 63
Series 65

Book Us!

Book us for a free financial seminar. Whether it's for the community, schools, or your employees. We believe everyone deserves financial knowledge.

Email Huongvu@equityfinancialpartner.com

Contact Us

It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.

36 Washington Street, Wellesley, Massachusetts 02481, United States

By appointment only

EQUITY FINANCIAL PARTNERS